Pension Plan - Expression of Wishes

Is there an option on a pension plan or if not… is it possible to have a check box on a pension plan to: - 1. indicate if an expression of wishes form has been completed and 2. an area to annotate the date completed, beneficiary/s name, date of birth and percentage

Area of the system
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Upvoters
Status

Completed

Board
💡

Feature Request

Tags

Plans

Date

Over 2 years ago

Author

Celia Palmer

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